Jerry Anthony Nigro

Employer firm

Lido CRD 269866

$42.5B regulatory AUM 2 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2015 → 01/2017
  Robertson Stephens Securities Llc
  Boston, MA
• 01/2017 → 11/2023
  Claybrook Capital, Llc
  Wellesley, MA
• 06/2015 → 01/2017
  Robertson Stephens Advisors Llc
  Boston, MA
• 11/2023 → Present
  Lido Advisors, Llc
  Boston, MA

Previous Registrations

• 2017-01-04 → 2023-12-14
  Claybrook Capital, Llc
  Wellesley, MA
• 2015-06-19 → 2017-01-05
  Robertson Stephens Advisors
  Boston, MA
• 2008-08-18 → 2015-06-29
  Ubs Financial Services Inc.
  Boston, MA
  Boston, MA
  Weehawken, NJ
  Boston, MA
• 2001-08-17 → 2003-12-04
  Goldman Sachs & Co. Llc
  Clifton Park, NY
  Cohoes, NY
  Clifton Park, NY

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-01-03
• S63 Uniform Securities Agent State Law Examination
  1992-12-17

Other Names

• Jerry Anthony Nigro
• Jerry Nigro